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PGZ PRINCIPAL REAL ESTATE INCOME

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SHS BEN INT (common), issuer CIK 1557523

31 managers (31 13F filers) reported a position in PGZ shares at 2026-06-30, 1,754,370 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
31
13F filers
31
New
2
Added
13
Reduced
6
Sold out
5
Shares held by filers
1,754,370

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY489,242$5.03M<0.01%+46,09413F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC204,139$2.1M0.06%+1,87113F-HRTimeline
Advisors Asset Management, Inc.173,375$1.78M0.03%-62413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC128,189$1.32M0.01%+8,43713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC116,120$1.19M<0.01%+103,70013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.115,141$1.18M0.02%new13F-HRTimeline
Closed-End Fund Advisors, Inc.82,825$852K0.83%+1,09113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,647$768K<0.01%+14,04113F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC65,743$676K0.04%-5,14413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,826$441K<0.01%-7,31913F-HRTimelineGroup
NWF Advisory Services Inc.40,200$414K0.04%-8,00013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP37,025$381K<0.01%+78213F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC26,088$268K0.12%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,500$232K<0.01%+9,98813F-HRTimelineGroup
Cetera Investment Advisers22,488$231K<0.01%+1,66513F-HRTimeline
LPL Financial LLC21,433$221K<0.01%+2,58413F-HRTimeline
SeaCrest Wealth Management, LLC19,690$203K0.02%+1,13413F-HRTimeline
Clear Creek Financial Management, LLC18,475$190K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,500$149K<0.01%013F-HRTimeline
Private Advisor Group, LLC12,950$133K<0.01%013F-HRTimeline
Shaker Financial Services, LLC11,146$115K0.04%-31,48013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,099$62.8K0.01%013F-HRTimeline
Investors Research Corp2,500$25.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,509$15.5K<0.01%-40913F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp1,451$14.9K0.02%+3013F-HRTimeline
Glass Jacobson Investment Advisors llc1,420$14.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$10.3K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.908$9.34K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$5.14K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC217$2.23K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24$247<0.01%013F-HRTimelineGroup